Speaker
Jon Knowles, institutional portfolio manager, global asset allocation, Fidelity Investments
Jon Knowles is an institutional portfolio manager in Fidelity Investments’ global asset allocation group, an investment team within the firm’s asset management solutions division. In this role, Knowles is as a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process and construction. He assists portfolio managers and their chief investment officers in ensuring portfolios are managed in accordance with client expectations and contributing to investment thought leadership in support of the team. He’s also a principal liaison for portfolio management to a broad range of current and prospective clients and internal partners, providing detailed portfolio reviews and acting as a key conduit of client objectives, requirements and marketplace insight back to the investment team. Knowles’ focus is on Canadian target-date strategies.
Previously, he was a senior investment analyst at Fidelity Canada Institutional. In this role, he was responsible for providing investment analysis and management of multi-asset solutions for institutional and retail investors. Knowles is also a chartered financial analyst.

